Refunds · Returns · Invoice corrections

Credit Note Generator

Correct or cancel an invoice the right way: a credit note with its own number, a reference to the original invoice and the tax reversed.

How to issue a credit note

  1. Put the original invoice number in Reference / PO.
  2. List what you are crediting: the full invoice, or just the returned items.
  3. Keep the same tax setup as the original so the tax is reversed at the same rate.
  4. Download and send it, and keep it with the original invoice in your records.

Frequently asked questions

When do I need a credit note?
When you need to reduce or cancel an invoice you have already issued: a refund, a returned item, an overcharge or a discount agreed afterwards. You should not edit or delete the original invoice.
What must a credit note show?
Its own number and date, the number of the invoice it corrects (put it in Reference), what is being credited, and the tax being reversed.
Do I enter negative amounts?
Enter the amounts you are crediting as normal positive figures. The document is titled Credit Note, which tells the client these amounts are owed back to them.